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Mondelez International Inc. (MDLZ $67.18)
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Philip Morris International Inc (PM $179.91)
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Unilever PLC (UL $60.79)
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Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD $67.50)
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British American Tobacco p.l.c. (BTI $51.17)
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Diageo plc (DEO $103.55)
Q: Hello,
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael
I recently mentioned taking a position in MDLZ for part of my international holdings, not realizing MDLZ is actually US-based. Knowing you don't follow international stocks, are you generally aware of other internationally-based consumer defensive companies listed on a major US stock exchange? I looked at Nestle, but it seems to be only buyable OTC, and I am not too keen on that market. Another thought was DEO, do you see any red flags with it?
Thanks again, Michael
Q: What are your thoughts on BUD?
Is it a buying opportunity?
Is it a buying opportunity?
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Constellation Brands Inc. (STZ $172.19)
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Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD $67.50)
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Boston Beer Company Inc. (The) (SAM $194.98)
Q: Greetings 5i,
What do you think of these 2 companies? Which do you prefer long term and which do you think may possibly see a better move post Covid (shorter term) ? Would you recommend any other companies that may benefit from any enthusiastic return of summer BBQ parties, sports/entertainment events, gatherings, weddings, etc.
Cheers and Cheers!
What do you think of these 2 companies? Which do you prefer long term and which do you think may possibly see a better move post Covid (shorter term) ? Would you recommend any other companies that may benefit from any enthusiastic return of summer BBQ parties, sports/entertainment events, gatherings, weddings, etc.
Cheers and Cheers!